John Liberatore is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Concentus Wealth Advisors, LLC since 2016. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm offers private wealth and family-office style planning and oversees client accounts across various asset classes while tailoring strategies for complex tax and corporate matters.

Erik Strid is a CFP® and ChFC® with 32 years of industry experience, currently serving as a financial advisor at Concentus Wealth Advisors. He has been with Concentus and Purshe Kaplan Sterling Investments since 2014. Strid is also the author of two books, *Clarity* and *Explorers*, and serves as a trustee for the J Wood Platt Scholarship fund. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities, offering investment management, financial planning, and consulting services. The firm emphasizes continuous portfolio supervision with diversified allocations and employs multiple analysis methods alongside long-term and short-term trading strategies tailored to client-specific needs.

Nathan Hayward is a CFP® and ChFC® with 19 years of experience in financial advisory. He has been with Concentus Wealth Advisors since 2014, where he serves as a client relationship manager. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified and multi-method investment approach, offering discretionary portfolio management and customized planning modules across tax, estate, insurance, debt, and retirement areas.

Patrick Johnson is a CFP® and ChFC® affiliated with Concentus Wealth Advisors, bringing six years of industry experience. Prior to joining Concentus in 2021, he held roles at The Vanguard Group and DoorDash, as well as various positions connected to Temple University. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities with discretionary investment management, financial planning, and consulting. The firm provides tailored strategies and continuous account supervision across a range of asset classes, offering private wealth and family-office style planning.

Paul Strid is a financial advisor with Concentus Wealth Advisors in Newtown Square, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Concentus Wealth Advisors since 2014. Concentus Wealth Advisors serves individuals, high-net-worth clients, trusts, retirement plans, and business entities by providing investment management, financial planning, and consulting services. The firm employs a diversified, multi-method investment approach and offers discretionary portfolio management along with customized planning modules.

Paige Deasy is a financial advisor at Concentus Wealth Advisors with two years of industry experience. She holds the Series 66 designation and has worked previously at Bernstein Private Wealth and Morgan Stanley. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm offers private wealth and family-office style planning, supervises diverse asset classes, and customizes strategies for complex financial situations.

Andrew Brewster is a financial advisor at Concentus Wealth Advisors in Newtown Square, PA, holding a Series 65 license with five years of industry experience. He has previously worked at Forefront Analytics and GKFO, LLC. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm focuses on continuous supervision of client accounts across various asset classes and offers tailored strategies for complex financial situations.

Garrett Roach is an advisor with Concentus Wealth Advisors, holding Series 63 and Series 65 licenses. He has been with the firm since 2024 and has prior experience working at the Yacht Club of Stone Harbor. Concentus Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing discretionary investment management, financial planning, and consulting. The firm emphasizes continuous supervision of client accounts across a broad range of asset classes and tailors strategies for special situations such as low-basis stock and complex tax matters.

Thomas Greco is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Concentus Wealth Advisors since 2014. He holds Series 63 and Series 66 licenses and is based in Newtown Square, PA. Concentus Wealth Advisors provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm employs a diversified investment approach with multiple analysis methods and offers customized planning modules across various financial areas.